Commentary Visuals
I work with smart people. Their time is better spent either communicating our strategies or developing products. Below is a sample of what I have done to aid in that goal. This R script connects to the back-end of a internal tool currently being improved and maintained by Calum Sieppert. For security reasons I have excluded the visuals that use the tool.
I am currently working on creating downloadable HTML versions of the each fund’s commentary with intractability. Ultimately the goal is to have one touch point (i.e. the written component) firm side and increase the end users utility out of the commentary.
| YEAR | JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | TOTAL |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.18% | 2.95% | -0.04% | 2.71% | -2.12% | -2.64% | -0.97% | -1.78% | 0.85% | -3.00% | 0.80% | 1.73% | -2.88% |
| 2023 | 2.15% | -3.64% | 0.34% | 2.92% | 0.87% | -2.21% | -0.36% | -0.80% | 3.37% | -3.36% | -3.35% | -0.49% | -4.79% |
| 2022 | 2.20% | 4.33% | 7.95% | 3.54% | -1.84% | 0.55% | -2.90% | -0.17% | 2.43% | -0.51% | -4.30% | 0.00% | 11.19% |
| 2021 | 2.67% | 9.55% | -0.89% | 4.61% | 0.61% | -1.50% | -1.77% | 0.95% | 0.48% | 1.30% | -4.23% | -1.89% | 9.61% |
| 2020 | -2.06% | -0.19% | 9.72% | -3.16% | -0.48% | 0.28% | 3.36% | 2.08% | -2.15% | 0.99% | 2.69% | 6.73% | 18.46% |
| 2019 | -4.15% | -0.47% | -0.65% | 3.50% | -7.43% | -0.37% | 0.52% | 10.60% | -7.59% | -1.33% | 1.41% | 0.26% | -6.75% |
| 2018 | 3.12% | -5.81% | -2.27% | -0.19% | 1.41% | -1.48% | 1.89% | 3.57% | -0.84% | -4.75% | 3.66% | 1.64% | -0.61% |
| 2017 | -3.66% | -1.89% | -1.35% | -1.39% | -0.53% | -0.51% | -1.61% | 2.76% | -2.53% | 5.16% | -0.27% | 0.67% | -5.31% |
| 2016 | -0.22% | 3.12% | -4.93% | 3.59% | -1.64% | 0.56% | 2.44% | -1.55% | -1.06% | -1.34% | 2.68% | -0.13% | 1.15% |
| 2015 | 4.68% | -1.93% | 0.47% | -0.98% | -2.03% | -1.84% | -4.36% | -2.14% | 0.26% | -2.75% | 2.56% | 0.66% | -7.47% |
| 2014 | -2.02% | 1.62% | -1.84% | 3.25% | -3.11% | 2.65% | -0.43% | 3.92% | 8.56% | -0.78% | 7.05% | 4.19% | 24.76% |
| 2013 | 0.40% | -2.23% | 0.28% | 0.99% | -0.90% | 0.66% | -1.54% | -1.33% | -4.07% | 2.01% | 0.04% | -0.36% | -6.02% |
| 2012 | 2.41% | -1.11% | -1.19% | 0.60% | 1.71% | -6.29% | 1.17% | -0.70% | -3.64% | -1.80% | -2.38% | 0.81% | -10.24% |
| 2011 | 1.39% | 2.97% | -1.16% | 4.09% | -1.31% | -1.62% | 2.16% | -1.09% | -2.60% | -3.82% | 1.07% | -3.44% | -3.66% |
| 2010 | -3.26% | 0.45% | 0.61% | 0.95% | 0.01% | 0.62% | -1.02% | 1.07% | 1.82% | 6.98% | -2.51% | 6.68% | 12.53% |
| 2009 | -0.61% | 1.08% | -2.27% | -3.32% | -0.58% | 0.15% | -3.23% | 0.75% | 1.44% | -2.31% | 4.84% | -3.83% | -7.93% |
| 2008 | 5.60% | 14.59% | -1.72% | -1.58% | 0.71% | 2.86% | -5.61% | -1.99% | 6.86% | 10.80% | 5.77% | 2.73% | 44.30% |
| 2007 | -1.43% | -1.76% | -2.42% | -0.79% | 0.71% | -1.32% | -3.16% | -3.07% | 5.87% | 4.53% | -2.13% | 2.29% | -3.11% |